Knowledge Hub
Is it possible to avoid Inheritance Tax? post image Is it possible to avoid Inheritance Tax?
Most people accept that tax is a fact of life, and that while there might be ways to minimise it, the more you earn, the more you owe. But when it comes to Inheritance Tax (IHT), many clients feel a sense of injustice. After all, they’ve dutifully paid their taxes, and diligently saved so as not to be a burden on the state.
Market Outlook: February  post image Market Outlook: February
This year managed to get off to a positive start with equity markets recovering some of the losses endured at the end of 2018. This recovery was largely due to the US Federal Reserve (Fed) taking a U-turn on monetary policy.
Sanlam UK’s Income Study post image Sanlam UK’s Income Study
Our round-up of the top performing UK Equity income funds in 2018.
Engaging the self-employed in saving for their future post image Engaging the self-employed in saving for their future
Julia Peake, National Account Manager, reflects on a report published by the Department for Work & Pensions and discusses how we can engage the self-employed with their pension savings.
The five financial risks threatening retirees in 2019 post image The five financial risks threatening retirees in 2019
Despite the negativity surrounding Brexit, as well as other recent economic uncertainty, investors and businesses have been enjoying excellent conditions for the last few years. Low inflation, low borrowing costs and a rising equity market with low volatility have all been features of the most recent economic cycle.
Sanlam acquires Astute Wealth Management post image Sanlam acquires Astute Wealth Management
Sanlam UK, part of the international financial services group Sanlam Ltd, today announces the acquisition of chartered financial planning business, Astute Wealth Management.
The 7 best places to find unclaimed or lost money in your name post image The 7 best places to find unclaimed or lost money in your name
There is thought to be somewhere between £15bn and £77bn in unclaimed money sitting in forgotten investments, pensions, bank accounts and a whole range of other places in the UK. So, how can you go about finding out if any of it is yours?
What to watch out for in 2019 post image What to watch out for in 2019
We’re used to the ups and downs of different business cycles, and we’ve come to expect and prepare for them. But with unusual circumstances such as a trade war and the reversal of quantitative easing, the outlook becomes harder to predict. As risks build across the global economy, here are the key things we’ll be looking out for in 2019.

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The value of investments and any income from them can fall and you may get back less than you invested.